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Integrated Wealth Concepts’s Capital Group Global Growth Equity ETF CGGO Stock Holding History

Integrated Wealth Concepts’s Portfolio CGGO Stock Details CGGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$23.4M Buy
552,691
+123,818
+29% +$4.82M 0.11% 172
2026
Q1 		$14.3M Buy
428,873
+83,104
+24% +$2.96M 0.11% 183
2025
Q4 		$12M Buy
345,769
+53,632
+18% +$1.85M 0.14% 142
2025
Q3 		$9.98M Buy
292,137
+29,019
+11% +$951K 0.09% 214
2025
Q2 		$8.41M Buy
263,118
+67,806
+35% +$2M 0.08% 228
2025
Q1 		$5.53M Buy
195,312
+87,151
+81% +$2.59M 0.06% 294
2024
Q4 		$3.16M Buy
108,161
+62,865
+139% +$1.89M 0.04% 415
2024
Q3 		$1.37M Buy
45,296
+3,248
+8% +$95.1K 0.02% 678
2024
Q2 		$1.24M Buy
42,048
+7,569
+22% +$219K 0.02% 663
2024
Q1 		$993K Sell
34,479
-5,257
-13% -$143K 0.01% 751
2023
Q4 		$1.02M Buy
39,736
+3,434
+9% +$82.5K 0.02% 718
2023
Q3 		$832K Buy
36,302
+27,486
+312% +$659K 0.01% 762
2023
Q2 		$214K Buy
+8,816
New +$208K ﹤0.01% 1392

Other funds holding CGGO

CGPCS
Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
FFS
Forge Financial Services Edmond, Oklahoma $1.16B AUM 20.7% 1-Year Est. Return

Integrated Wealth Concepts's CGGO Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Capital Group Global Growth Equity ETF (CGGO) stake by 29% in Q2 2026, buying an estimated $4.82M and bringing the position to 552,691 shares worth $23.4M. The position accounts for 0.11% of the portfolio, ranked #172.

Integrated Wealth Concepts first reported a position in CGGO in Q2 2023 and has held it in 13 quarters since. 453 funds tracked by Wall St. Rank hold CGGO as of Q2 2026.

  • Integrated Wealth Concepts held 552,691 shares of Capital Group Global Growth Equity ETF worth $23.4M as of Q2 2026.
  • Integrated Wealth Concepts bought 123,818 Capital Group Global Growth Equity ETF shares in Q2 2026, an estimated $4.82M.
  • Capital Group Global Growth Equity ETF made up 0.11% of Integrated Wealth Concepts's portfolio in Q2 2026, its #172 holding.
  • Integrated Wealth Concepts first reported a position in Capital Group Global Growth Equity ETF in Q2 2023 and has held it in 13 quarters since.
  • 453 funds tracked by Wall St. Rank held Capital Group Global Growth Equity ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.